With ProjectsForce 360’s Automated Technician Assignment, you eliminate manual dispatch and guarantee every job lands in the right hands—including the tech who did the original measurement.

 

Define Your Assignment Rules

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• Flexible Triggers: Route by location alone—or layer on service category, work type, and custom tags.

• Prefer the Measurer: Automatically assign the technician who performed the project’s measurement, ensuring continuity and accountability.

• Custom Rotation: When multiple techs match your criteria, dial in rotation percentages to control exactly who gets how much work.

 

Balance Workloads Fairly

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• Fine-Tune Distribution: Want Alice handling 70% of plumbing installs and Bob 30%? Set your sliders and forget it.

• Prevent Burnout: Rotation rules keep high-performers from getting overwhelmed and ensure everyone stays busy.

 

Seamless, End-to-End Workflow

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1. Tag each project with its attributes (including “measured by”).

2. Hit Assign (or let your automated schedule run).

3. ProjectsForce applies your rules, picks the ideal tech—or the measurer—books them on the calendar, and pushes notifications instantly.

 

Why Automated Assignment Matters

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• Speed: Dispatch hundreds of jobs in seconds.

• Consistency: Every assignment follows your exact rules—no exceptions.

• Continuity: The tech who measured the job stays on through installation or service.

• Scalability: Expand without adding headcount—let ProjectsForce handle the heavy lifting.

 

Flip the switch in Settings → Technician Assignment, and watch ProjectsForce route work intelligently—so you can focus on growth, not spreadsheets.